THE HAGEN FIRM, PLLC

Certified Public Accountants
 Home    
· Welcome
· Portal Login
· QuickBooks Login
· Order QuickBooks
· Our Firm
· Our Services
· Payroll
· Our Staff
· Contact Us
· Calculators
· Calendar
· IRS Links
· Links
· Newsletter
· Track Refund
· Planning Tools

 
Business Owner
 Decision Tools
  Benefits and retirement plans
   401(k) plans
   Building a retirement plan for your business
   Comparison of types of educational assistance
   Individual 401(k) Illustration
  Business planning basics
   2003 numbers
   Net worth calculator
  Choosing an entity
   Choosing a business entity
   Comparison of LLCs, LLPs, and professional corporations
   How C Corporations, Limited Liability Companies, and Limited Liability Partnerships Protect Personal Assets
  Insurance planning
   Business life insurance needs
   Number of policies needed with a cross purchase plan
  Tax planning
   Accelerating deductions/postponing income
   Accelerating income/postponing deductions
  Transferring or selling a business
   Business succession planning alternatives
   Business succession strategy analyzer
   Buy-sell agreement analyzer
   Buy-sell planning questionnaire
   How cross purchase plans work
   How entity purchase plans work
   Planning for succession of a business interest
 
Education Planning
 Decision Tools
  529 plans
   529 plans vs. Coverdell education savings accounts
   529 plans: advisor-sold state savings plans
   529 plans: direct-sold state savings plans
   529 plans: prepaid tuition plans
   State savings plan nonqualified withdrawals calculator
   State savings plans vs. prepaid tuition plans
  Determining how much to save for college
   College savings analyzer
   Finding the funds to pay for a college education
   Higher education figures at-a-glance
  Evaluating college savings options
   Advantages and disadvantages of 529 plans
   Advantages and disadvantages of Coverdell education savings accounts
   Advantages and disadvantages of custodial accounts for college savings
   Advantages and disadvantages of U.S. savings bonds for college savings
   College funding options analyzer
   College savings vehicles compared
  Financial aid
   College application and financial aid calendar
   Comparison of federal higher education loans
   Financial aid calendar
  Tax issues
   Comparison of education tax credits and deductions
   Qualified education expenses defined
   Summary of tax-advantaged college savings options
 
Estate Planning
 Decision Tools
  Business planning
   Business life insurance needs
   Business succession planning alternatives
   Choosing a business entity
   How cross purchase plans work
   How entity purchase plans work
   Number of policies needed with a cross purchase plan
   Planning for succession of a business interest
  Charitable giving
   How a charitable lead trust works
   How a charitable remainder trust works
   The best property to give to charity
  Estate planning basics
   529 Plan Federal estate tax calculator
   529 Plan Federal estate tax calculator - (Consumer Version)
   Common incapacity documents
   Estate shrinkage
   Federal estate tax estimator
   Federal transfer tax exemption amounts under the Tax Act of 2001
   Steps to estate planning success
   Table of federal estate tax brackets and exemption limits
  Life insurance
   Life insurance needs analyzer
  Probate
   The probate process: 3 to 9 months after death
   The probate process: 9 to 12 months after death
   The probate process: initial tasks
   Types of post-mortem elections
  Trusts
   Advantages of trusts
   How a grantor retained income trust (GRIT) works
   How an irrevocable life insurance trust (ILIT) works
   How an irrevocable trust protects assets
 
Investment Planning
 Decision Tools
  Creating an investment portfolio
   Annuities
   Asset allocation pie chart illustrator
   Building an investment portfolio
   College funding options analyzer
   Common types of mutual funds
   Exchange traded funds and mutual funds compared
   Investing for retirement
   Major asset classes
  Investment planning basics
   Common investment mistakes to avoid
   Consumer price index inflation calculator
   Growth of annual deposits calculator
   Investor Profile and Asset Allocation Calculator
   Simple rules for investing
   Steps to financial planning success
  Taxes
   Capital gains and dividends tax relief
   Jobs and Growth Tax Relief Reconciliation Act of 2003: Highlights
 
Personal Finance
 Decision Tools
  Owning a home
   Homeowners insurance quiz
   How to save money on your homeowners insurance
   Is my home mortgage interest fully deductible?
   Less common mortgage options
   Mortgage payment calculator
   Popular types of mortgages
   Should you refinance your mortgage?
  Saving, spending, and borrowing
   Consumer price index inflation calculator
   Credit cards--advantages vs. disadvantages
   Deciding which credit card to get
   Growth of annual deposits calculator
   Loan amortization calculator
   Net worth calculator
   Personal cash flow worksheet
 
Retirement Planning
 Decision Tools
  401(k) plans
   401(k) plans
   Individual 401(k) Illustration
  Health care issues
   Medicaid eligibility for nursing home care
   Medicare figures at-a-glance
   Medicare, Medigap, and Medicaid
  IRAs
   Comparison of traditional IRAs and Roth IRAs
   IRA eligibility flowchart: 2007
   IRA eligibility flowchart: 2008
   Roth IRA future value calculator
   Traditional IRA future value calculator
   Traditional IRA required minimum distribution illustrator
  Retirement planning basics
   Building an investment portfolio
   Consumer price index inflation calculator
   Growth of annual deposits calculator
   How taxation can affect your retirement funds
   Investing for retirement
   Investor Profile and Asset Allocation Calculator
   Net worth calculator
   Personal cash flow worksheet
   Saving for your retirement
  Social Security
   How earnings affect Social Security
   Social Security figures at-a-glance
   Sources of retirement income: filling the Social Security gap
 
Special Situations
 Decision Tools
  Caring for an aging parent
   Housing options for aging parents
   Tips for caregivers
  Financial basics
   Auto loan payment calculator
   College funding options analyzer
   College savings analyzer
   Credit cards--advantages vs. disadvantages
   Growth of annual deposits calculator
   Loan amortization calculator
   Mortgage payment calculator
   Net worth calculator
   Personal cash flow worksheet
   Saving for your retirement
  Insurance basics
   Auto insurance analyzer
   Comparison of types of life insurance
   Disability income needs worksheet
   Homeowners insurance quiz
   Life insurance needs analyzer
   Which health plan is right for you?
 
Tax Planning
 Decision Tools
  General tax planning
   Accelerating deductions/postponing Income
   Accelerating income/postponing deductions
   Federal individual income tax fundamentals
   Remarriage with children: income tax considerations
  Tax credits and deductions
   Comparison of education tax credits and deductions
   General business tax credits
   Is my home mortgage interest fully deductible?
   Tax credit sampler